Anand Rathi Share and Stock Brokers Ltd
Website:
anandrathi.com
Job details:
Job Specifications
Profile: HNI Desk Head
Designation: AVP & above
PRIMARY JOB RESPONSIBILITIES
- Acquisition of HNI & Ultra HNI clients with primary focus on generation of broking revenue through Equity / Commodity / Currency market segments.
- Recruit, Train & Retain Team members - HNI Relationship Managers and HNI Advisors for the stated HNI desk.
- Managing new and existing HNI client relationships with efforts on revenue generation through Equity/ Commodity / Currency market segments (through online and offline channel).
- Analyzing & monitoring the client’s portfolio and render advisory services for securing high ROI.
- Execute Cross Sell efforts on focused products promoted by the organization (Mutual Funds / Insurance / PMS / Structured products and others).
- Promote the organization’s research and advisory suggestions to the clients being generated from time to time.
- Submission of periodic MIS reports as per requirements of the business.
This position reports to: Regional Director
Academic requirements: Post Graduate is preferred
Experience : 10-15 Years
Relevant experience: 5-7 Years
Team handling experience: 5-7 Years
FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS REQUIRED
Functional / Technical Skills
- Good Knowledge of capital market
- Portfolio Management
- Financial Planning
Behavioral Skills
- Lead from the front (playing captain approach)
- Customer Satisfaction
- Team management.
AGE GROUP PREFERRED: 30—45 Years
Click on Apply to know more.
